Much of the real estate agent's day-to-day is spent outside the office.
With that in mind, CASAFARI CRM developed an APP that is the real estate agent's best friend. Check locations, interact with dynamic maps, view and add properties to your portfolio, without forgetting to manage events and leads. In addition, you can also use the digital signature after visiting a property.
Wherever you are, you can generate a Comparative Market Analysis (CMA) Report to get the fair market price and see data from similar properties.
Learn, in this article, all the features of the APP, as well as the step-by-step for you to make good use of it:
A - Login
B - Calendar
C - Properties
D - Clients
E - Leads
F - CASAFARI GO
G - CMA Report
H - Logout
A - Login
Go to APP Store or Google Play and download CASAFARI CRM APP.
From Profile:
1. Log in to CASAFARI CRM (desktop version).
2. In the upper right corner, access your profile and click "Configuration".
3. In the "APP" tab tab, two options for logging in will appear:
QR Code
Open the APP and click on the button below to scan the QR code that is presented to you in the CRM:
This option is best for logging into the APP if you have quick access to the desktop version of the CRM.
Email and Server ID
Open the APP and fill in your email and password. Then, indicate your agency's server ID.
This information can also be found in the Configuration area under the "APP" tab in the CRM.
The server ID is the same for all agency users, so if you are outside the agency and need to log in, any member of your agency can give you this information.
After filling in these details, click "Login".
From the Users area:
1. In CASAFARI CRM (desktop version), go to Users - General Data.
2. In the "APP" tab tab, two options for login will appear:
QR Code
Open the APP and click on the button below to scan the QR code presented in the CRM.
This option is best for logging into the APP if you have quick access to the desktop version of the CRM.
Email and Server ID
Open the APP and fill in your email and password. Then, indicate your agency's server ID.
This information can also be found in the Configuration area under the "APP" tab in the CRM.
The server ID is the same for all agency users, so if you are outside the agency and need to log in, any member of your agency can give you this information.
After filling in this information, click "Login".
B - Calendar
Access an intuitive diary and keep track of your daily tasks. Don't lose sight of scheduled events, book new appointments in a few clicks, and have your monthly planning always up to date.
Event View:
1. In the calendar, view upcoming events that are scheduled. Use the filters to show you events that have already taken place.
2. Filter by the last 15 or 30 days and by event type to see past events.
3. Follow the evolution of your business in the notifications area. View all alerts in the APP and mark them as read.
Event details:
1. Access the main details: view the type of event, location, access client, and property details. The start and end date and time as well as the responsible agents will also be available.
2. Add comments and notify all agents involved.
3. When the event type is “Property Visit”, click on “Signature” to obtain the digital signature of the potential client. In the properties area, click on “Feedback” and write comments about the visit, with the possibility of sending them to the property owner.
4. Also in this type of event, consult the properties associated with the visit. Navigate to them with your phone's GPS, clicking on the option “View”, in the location area.
Add a new Event:
1. In the bottom right corner, click the + button to add a new event.
2. Associate the client, and property and set the type, start date, end date, and title.
3. Enter any comments in the notes if required.
4. Click the button to save.
C - Properties
In the APP, create new pages for your properties, identify the main features and upload photos. Easily show your portfolio to potential clients!
On property visits, access the exact location of your properties and navigate to them using your smartphone.
Properties List
1. Search for properties, using the filters or the free search bar. If you use the available filters, choose by property type, district, municipality, location, zone, and price range.
2. View the list of properties in the APP or activate this option to see the properties on the map.
Property Details:
1. See the main data of the property (typology, gross area, construction area, photographs, details, and price).
2. Click on “View location” to access the property's GPS coordinates. Use your smartphone to see the route to the property.
3. In the “Documents” area, view the files uploaded on the property.
Add new Property:
1. In the bottom right corner, click the + button to add a new property.
2. Set the reference, price, number of bedrooms, bathrooms, and property type. Take a photo or choose images from your gallery.
3. Indicate the main features of the property by selecting the amenities.
4. Enter any comments in the notes, if necessary.
5. Click the button to save the new property.
D - Clients
Keep your contact base organized and interact with your clients at any time. Register new contacts so you can assign them to leads and close more deals.
Client List:
1. Search by clients, using the filters or the free search bar. Filter by type of client or interest: Buyer, Seller, Holidaymaker, and Rental.
2. Define your favorite clients by marking them with this symbol.
Client Details:
1. Select the client you want to view and access the details.
2. View contacts, associated properties, origin, language, and associated agent.
3. Directly send an email to the client by clicking on the “Send” option.
4. Call*, send SMS or a WhatsApp message, on the “Contact” option.
*All phone calls made through the APP will automatically create a “phone call” event.
Add New Client:
1. In the bottom right corner, click the + button to add a new client.
2. Write the name, email, phone number, and client type (seller/buyer) and define origin, country, and language.
3. Enter notes if necessary.
4. Click the button to save the new profile.
E - Leads
Optimize processes and convert leads into successfully closed deals. Share property lists with your customers and consult all the details of your business, at any time.
List of Leads:
1. Search for leads, using the filters or the free search bar. You can filter by lead type: sales or inquiries.
Lead Details:
1. View the lead's main data - priority, state, client, type, associated property(ies), offer value, origin, and associated agent.
2. Access the profile of the potential buyer or seller in the “Client” option.
3. Check the “View” option, in the properties area, to access the property details.
4. Insert any comments in the notes, if necessary.
Add new Lead:
1. In the bottom right corner, click on the + button to add a new lead.
2. Associate the client, lead type (sales or leads), properties, and set the source and priority.
3. Insert notes, if necessary.
4. Click on the button to save the new lead created.
F - CASAFARI GO
Getting new properties for your agency's portfolio is now easier!
Organize and make your prospecting actions measurable.
Through CASAFARI data, discover properties for sale by owners around you.
Get to know CASAFARI GO in this tutorial and increase your chances of attracting new properties.
G - CMA Report
The CMA (Comparative Market Analysis) report will allow you to estimate a property's market value at a given moment by analyzing comparable property values. In seconds, you get a personalized CMA report with the most accurate market information:
1. In the APP, check the “CMA Report” option.
2. Enter the property address or put the GPS coordinates of your current location.
3. Indicate the business type, property type, condition, number of bedrooms and bathrooms, area, and year built.
4. Indicate the main amenities of the property.
5. Click on the symbol to proceed and get an estimated fair market price, minimum value, and maximum value.
H - Logout
To logout you should follow these steps:
1. Access the main APP menu and click on "Logout".
2. A message will appear on the screen so that you can confirm the exit of the application.
3. Click on "Logout".
Note: To be able to obtain the CMA report, you must have hired the services of CASAFARI and make the following configuration in CRM (desktop version):
1. On the top right corner, access your profile and click on “Configuration”.
2. On the tab “CASAFARI”, put your e-mail and password to access the CASAFARI system.
3. Click Synchronize and then Save.
These features are available in the PLUS and PREMIUM plans.
For more information, contact us on Chat or send an email to help@casafaricrm.com